Lifetime Planning, inc. | Camarillo, CA
We'll Help Navigate Your Life's Financial Journey
We Serve People Like You
The value of a financial planner can sometimes feel ambiguous. We've put together a few case studies that outline our value and commitment to you.
Watch this video from our President Eric Smith, JD, CFP®. He outlines the importance of planning and what we do.
We put together a one page brochure you can bring home to your family and help start the family wealth conversation.
We post relevant articles on hot financial topics like retirement, Social Security, and investing.
Over the years, we've had the pleasure of serving people from all walks of life with their financial plan. We've been lucky to establish speciality services within certain groups who need dedicated planning related to their occupation.
Learn more about groups we serve.
Lifetime Planning financial advisors help our estate planning clients put together a Vital Information Kit.
This is a “grab and go” hard copy file that contains the essential documents needed if you or a loved one were to have to go to the hospital or get medical care in an emergency.
LPL Registered Administrative Associate